Purchases and Sales Made in Q1 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE FLOATING RATE TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.18K- 36.74% |
$210K - $211K
|
7.2K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.19K- 6.55% |
$211K - $211K
|
59.8K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.24K- 17.49% |
$213K - $213K
|
20K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 17.6% |
$219K - $220K
|
20.5K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.68K- 14.16% |
$235K - $236K
|
28.4K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.73K- 21.58% |
$237K - $238K
|
17.2K
$867K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 19.4% |
$246K - $247K
|
20.4K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.98K- 13.4% |
$250K - $251K
|
32.2K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.02K- 23.9% |
$252K - $253K
|
16K
$806K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5.67K- 10.57% |
$285K - $286K
|
48K
$2.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.9K- 2.21% |
$347K - $348K
|
305K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.92K- 15.06% |
$348K - $349K
|
39K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.19K- 10.26% |
$361K - $362K
|
62.9K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.23K- 24.37% |
$363K - $364K
|
22.4K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.74K- 2.79% |
$439K - $440K
|
304K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.04K- 14.3% |
$454K - $456K
|
54.2K
$2.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.74K- 18.28% |
$489K - $491K
|
43.5K
$2.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-10K- 17.6% |
$502K - $504K
|
46.8K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 2.95% |
$519K - $521K
|
341K
$17.2M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-11.1K- 62.45% |
$559K - $562K
|
6.7K
$338K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-11.9K- 13.85% |
$597K - $599K
|
73.9K
$3.73M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.1K- 10.64% |
$607K - $610K
|
102K
$5.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.4K- 3.52% |
$624K - $627K
|
341K
$17.2M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-12.6K- 91.25% |
$633K - $636K
|
1.21K
$61.1K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-13K- 1.52% |
$653K - $656K
|
843K
$42.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-14.3K- 51.97% |
$716K - $719K
|
13.2K
$665K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-14.7K- 2.05% |
$739K - $742K
|
704K
$35.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.8K- 32.56% |
$743K - $745K
|
30.6K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16.9K- 90.37% |
$849K - $853K
|
1.8K
$91K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-17.5K- 36.5% |
$880K - $883K
|
30.5K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.6K- 62.64% |
$882K - $885K
|
10.5K
$529K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.6K- 62.64% |
$882K - $885K
|
10.5K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.2K- 29.63% |
$914K - $918K
|
43.2K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.5K- 16.33% |
$928K - $931K
|
94.7K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.6K- 15.07% |
$934K - $938K
|
105K
$5.29M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-18.9K- 61.1% |
$950K - $954K
|
12K
$608K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19.2K- 36.92% |
$963K - $967K
|
32.8K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 9.68% |
$1.05M - $1.05M
|
194K
$9.81M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21K- 67.02% |
$1.05M - $1.06M
|
10.3K
$521K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-21.3K- 3.76% |
$1.07M - $1.07M
|
546K
$27.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.8K- 3.25% |
$1.14M - $1.15M
|
678K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.9K- 24.57% |
$1.2M - $1.2M
|
73.2K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.3K- 59.25% |
$1.22M - $1.23M
|
16.7K
$844K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28.1K- 28.27% |
$1.41M - $1.42M
|
71.3K
$3.6M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.5K- 50.05% |
$1.58M - $1.59M
|
31.4K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-32.5K- 31.1% |
$1.63M - $1.64M
|
72K
$3.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-42.6K- 9.4% |
$2.14M - $2.15M
|
411K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.8K- 14.66% |
$2.45M - $2.46M
|
284K
$14.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-53.1K- 54.43% |
$2.67M - $2.68M
|
44.5K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59.1K- 31.83% |
$2.97M - $2.98M
|
126K
$6.38M
|